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Reits appeal as an income product to fade

Reits appeal as an income product to fade

Real estate investment trusts may see total returns come off recent highs by the end of calendar year 2016, as energy infrastructure and dividend-paying stocks take the lead among equity assets that provide regular income, said Mark McAllister, senior portfolio manager at Clearbridge Investments, a Legg Mason affiliate.

Published : 24, Oct 2016

Nine investment trusts that should change your...

Home to some of the most recognisable names in the investment company universe, the Global sector offers variety through a multitude of different manager philosophies.

Published : 21, Jul 2016
Scottish Mortgage blames unlisted investments for “flat” yearly performance

Scottish Mortgage blames unlisted investments...

The investment trust experienced a negative total return on NAV (-0.1%), share price (-0.7%) and benchmark (-0.5%) amidst a 12% increase in its investments in private companies.

Published : 13, May 2016
Woodford postpones fund raising for trust

Woodford postpones fund raising for trust

Neil Woodford has suspended a fresh round of fund raising for the Woodford Patient Capital Trust he launched last year.

Published : 22, Mar 2016
AIC calls for balancing of Europe’s funds market

AIC calls for balancing of Europe’s funds market...

The Association of Investment Companies has launched a policy paper called ‘Balancing the EU Funds Market’, something which it says is not optimised to benefit the continent’s economies.

Published : 10, Mar 2016
Alliance Trust raises dividend after turbulent year

Alliance Trust raises dividend after turbulent...

Alliance Trust announced it is raising its dividend as it released its full year results this morning.

Published : 4, Mar 2016
JPM named new manager of BlueCrest AllBlue

JPM named new manager of BlueCrest AllBlue

Highbridge Capital Management has been appointed manager of the BlueCrest All Blue Investment Trust, following a vote at Wednesday’s extraordinary general meeting.

Published : 25, Feb 2016
Alliance Trust names new chairman

Alliance Trust names new chairman

Alliance Trust has announced Robert Smith as its new chairman.

Published : 14, Jan 2016
Woodford seeking more money for trust

Woodford seeking more money for trust

Neil Woodford is seeking to raise more money for the Woodford Patient Capital Trust he launched last year.

Published : 13, Jan 2016
GCP profit jumps 58% despite growing competition

GCP profit jumps 58% despite growing competition...

Despite a 58% jump in full year profit, GCP Infrastructure Investment’s results for the year stuck a fairly down beat note.

Published : 18, Dec 2015
AIC annual survey finds big drop in sentiment

AIC annual survey finds big drop in sentiment

The 2015 Association of Investment Companies annual poll of fund managers found significantly less optimism than last year, but those with a positive outlook were still in the majority.

Published : 15, Dec 2015
Trust fundraising at record levels - AIC

Trust fundraising at record levels - AIC

Net fundraising and secondary issuance hit an all-time high in 2015, according to research from the Association of Investment Companies.

Published : 11, Dec 2015
Train dragged down by Daily Mail, Pearson

Train dragged down by Daily Mail, Pearson

Nick Train’s Finsbury Growth and Income Trust had a ‘disappointing’ November in large part due to the performance of the Daily Mail and Pearson, the manager said.

Published : 11, Dec 2015
AIC creates flexible investment sector

AIC creates flexible investment sector

The Association of Investment Companies has created a new flexible investment sector in a bid to further improve the comparability of open and closed ended funds.

Published : 10, Dec 2015
China and commodities the trust winners in October

China and commodities the trust winners in October...

Investment trusts specialising in China and large cap commodities were winners in October, according to research from QuotedData.

Published : 11, Nov 2015
Alliance Trust CEO Garrett-Cox steps down

Alliance Trust CEO Garrett-Cox steps down

Alliance Trust’s chief executive Katherine Garrett-Cox has stepped down from the investment company’s board as part of a shareholder triggered shake-up.

Published : 1, Oct 2015
Trust fees to fall further as sector evolution continues - Beckwith

Trust fees to fall further as sector evolution...

Activist shareholders, pension changes and the retail distribution review have catalysed the evolution of the investment trust sector says Jeremy Beckwith, director of manager research, UK, at Morningstar.

Published : 25, Jun 2015
Increased regulation sees Lindsell Train halt all gearing

Increased regulation sees Lindsell Train halt...

The Lindsell Train Investment Trust has taken the decision to stop using gearing in the future, largely as a result of the costs involved of adhering to the full scope of the Alternative Investment Fund Managers Directive.

Published : 9, Jun 2015
Alliance Trust receives major blow in battle

Alliance Trust receives major blow in battle

Alliance Trust has received a major blow in its battle with major shareholder Elliott Advisors as the influential shareholder advisory and proxy Institutional Shareholder Services revealed its support for Elliotts position.

Published : 16, Apr 2015
Elliott pressure on Alliance Trust

Elliott pressure on Alliance Trust

US hedge fund Elliott Advisors is cranking up the pressure on Alliance Trust as it seeks a shake-up of the board and strategy.

Published : 1, Apr 2015

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